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Unlock Your Potential
- Bookkeeping
- Financial Planning & Insurance
- Income Tax And BAS Returns
- Superannuation
- Tax Planning Strategies
- General Info
We're committed to guiding our clients towards financial prosperity with dedicated and prudent financial planning and consulting.
Our purpose is to provide affordable financial advice with flexible, practical & effective solutions for our clients. The long term strategy of the business is to encourage more people to actively learn how to control money and debt and to understand how to invest wisely. With the power of knowledge, our clients can take responsibility for their income, superannuation, wealth creation and lifestyle. To be true to the trust placed in us, we lend a hand to our clients to identify what their future goals, needs and objectives are and work with them using a disciplined and prudent approach.
Accounting & Taxation Business Advice Bookkeeping and Assistance For New Start-ups Financial Advice Including Superannuation, Business and Insurance Please visit our website for further information about the services we offer.
Businesses Starting A Business Establishing The Correct Structure Registering For Tax Purposes, RTWSA, ABN Record Keeping BAS Preparation Setting Up Business Bookkeeping Software Suitable To Your Circumstances Budgeting Bank Finance Proposals
Personal Tax TFN Applications Recording Keeping and Software Solutions Residency Status – Arriving in Australia Work Out What You Can Claim Deductions List
- Accreditations
Registered Tax Agent (TPB)
- Email Business
- Payment method
- debit
- Established
- 1995
- ABN
- 91 510 928 955
- Staff
- 11-20
- Ownership
- Locally Owned
- Service Notes
- We take a team approach to advice clients on the right investment strategies to develop a sound financial plan.
- Free Estimates
- Yes
- Other Link
- Categories
- Commercial
- Yes
- Keywords
- Accountant Business, Accountant Finance, Accountant Firm, Accountant Golden Grove, Accountant Management, Accountant Modbury, Accountant North Adelaide, Accountant Salisbury, Accountant Services, Accountant Services For Small Business, Accountant Tax, Accountants Mawson Lakes, Accounting And Business Services, Accounting Firm, Accounting Services For Business, Auditing And Accounting Firms, Business Accountant, Finance Accountants, Financial Accountants, Firm Of Accountants, Inancial Accountant, Key Accountants, Key Accountants & Tax Agents, Management Accountant
What is your policy regarding fees?
All accounting fees are payable before lodgement, unless a Trust Account Authority has been signed to deduct the fees from your refund. All accounts are strictly 14 days.
What should I provide to have my income tax return completed?
All income and expenses, bank interest, dividends, donations, private health statements or rental income. A list checklist for individuals and businesses can be located on our website.
I have shares and have received franked dividends this year but I have no other income. Am I still required to lodge a tax return to get the franking credits refunded to me?
Instead of completing a tax return, you can complete the refund of franking credits for individual’s form, which can be lodged by telephone or posted to the ATO.
Do you do same day refunds?
No, we do not offer same day refunds. As there is no guarantee that the amount estimated will be the amount, you receive from the Australian taxation office. If there is an outstanding debt with family assistance or child support, your refund will go directly to that department.
How long does it take to get my refund?
Once lodged; the standard turnaround time for the ATO to process a tax return is 28 days. In most cases, the refunds are processed between 14-28 days. Delays can occur due to peak tax season, outstanding debts with other government departments such as child support or family assistance.
How can I pay for my account?
We have EFTPOS facilities in the office however; we do not accept Diners/American Express. We also accept direct credits, cash or you can have your fee deducted from your refund. All methods of payment are written on your invoice with relevant reference numbers.
Can I have my accounting fees deducted from my refund?
Yes, if you are due a refund we can provide you with a Trust Account Authority letter that you sign to give us permission to deduct our fees from the refund and forward you the remaining balance (if applicable). If the refund is not enough to cover the fees, the difference is due and payable within 14 days or before lodgement, whichever occurs first.
Do I need to book an appointment to have my tax returns prepared?
You can book an appointment to come in and see one of our accountants however, it is not necessary. You can drop in or email your tax work and we can prepare it for you and advice you when it is completed.
Do I have to declare income from Centrelink (Austudy, Newstart) on my tax return?
You must declare all income. An income summary will be provided to you from Centrelink.








